Regal Investment Advisors’s Mercantile Bank Corp MBWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Hold |
13,500
| – | – | 0.05% | 309 |
|
|
2025
Q1 | $586K | Hold |
13,500
| – | – | 0.05% | 292 |
|
|
2024
Q4 | $601K | Hold |
13,500
| – | – | 0.05% | 294 |
|
|
2024
Q3 | $590K | Hold |
13,500
| – | – | 0.04% | 322 |
|
|
2024
Q2 | $548K | Hold |
13,500
| – | – | 0.04% | 336 |
|
|
2024
Q1 | $520K | Hold |
13,500
| – | – | 0.04% | 356 |
|
|
2023
Q4 | $545K | Hold |
13,500
| – | – | 0.04% | 311 |
|
|
2023
Q3 | $417K | Sell |
13,500
-3,752
| -22% | -$116K | 0.04% | 322 |
|
|
2023
Q2 | $477K | Buy |
17,252
+35
| +0.2% | +$967 | 0.04% | 305 |
|
|
2023
Q1 | $527K | Buy |
17,217
+34
| +0.2% | +$1.04K | 0.05% | 278 |
|
|
2022
Q4 | $575K | Buy |
17,183
+31
| +0.2% | +$1.04K | 0.06% | 252 |
|
|
2022
Q3 | $510K | Buy |
17,152
+30
| +0.2% | +$892 | 0.05% | 261 |
|
|
2022
Q2 | $547K | Buy |
17,122
+31
| +0.2% | +$990 | 0.06% | 267 |
|
|
2022
Q1 | $605K | Buy |
17,091
+25
| +0.1% | +$885 | 0.06% | 280 |
|
|
2021
Q4 | $598K | Sell |
17,066
-620
| -4% | -$21.7K | 0.05% | 308 |
|
|
2021
Q3 | $566K | Sell |
17,686
-964
| -5% | -$30.9K | 0.05% | 318 |
|
|
2021
Q2 | $563K | Buy |
+18,650
| New | +$563K | 0.06% | 313 |
|
|
2021
Q1 | – | Sell |
-16,603
| Closed | -$451K | – | 264 |
|
|
2020
Q4 | $451K | Buy |
+16,603
| New | +$451K | 0.05% | 298 |
|